Ultime notizie per Roku (NASDAQ:ROKU) Azioni

ROKU INC

Roku

Roku enables consumers to stream television programming. It has more than 90 million streaming households and provided 127 billion streaming hours in 2024. Roku is the top streaming operating system in the US, reaching more than half of broadband households, according to the company. Roku's OS is built into streaming devices and televisions that Roku sells and on connected televisions from other manufacturers that license Roku's name and software. Roku also operates the Roku Channel, a free, ad-supported streaming television platform that offers a mix of on-demand and live television programming. Roku generates revenue primarily from selling devices, licensing, and advertising, and it receives fees from subscription streaming platforms that sell subscriptions through Roku.

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Titoli del settore comunicazione in ascesa. Analisi dei loro recenti balzi e delle proiezioni future. Un&#39;opportunità o un segnale d&#39;allarme?

2 azioni che potrebbero presto esplodere dopo i recenti rialzi

Roku Inc

The Trade Desk Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTD#NASDAQ">TTD</a>) shares plummeted 38.6% on Friday to close at $54.23, despite reporting second-quarter revenue that exceeded analyst expectations. 
Check out the current price of <a href="https://www.benzinga.com/quote/ttd">TTD stock here</a>.&nbsp;
What Happened: The dramatic selloff followed the company&#8217;s first earnings report as an S&amp;P 500 member, raising questions about its premium valuation amid intensifying competition from Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), the he Wall Street Journal <a href="https://www.wsj.com/articles/ad-tech-company-trade-desk-downgraded-as-amazon-ai-reshape-digital-market-e65b020b">reported</a> on Friday.
The demand-side platform operator <a href="https://www.benzinga.com/analyst-stock-ratings/price-target/25/08/47005013/trade-desk-beats-so-why-the-jitters-guidance-growth-questions-linger">reported 19% year-over-year revenue growt</a>h to $694 million, beating consensus estimates of $685 million. Adjusted EBITDA reached $270.8 million, topping expectations of $261 million.
&#8220;Trade Desk can&#8217;t realistically maintain its current rate of revenue growth for the long term,&#8221; said Brian Wieser, founder of Madison and Wall consulting firm, according to WSJ, highlighting concerns about the company&#8217;s 66.32 price-to-earnings ratio.
Check out the current price of <a href="https://www.benzinga.com/quote/AMZN">AMZN stock here</a>.&nbsp;
Amazon&#8217;s expanding advertising business poses the biggest competitive threat. The e-commerce giant&#8217;s ad revenue surged 23% year-over-year to $15.69 billion in the second quarter, driven partly by making ad-supported video the default Prime setting, according to the report. Amazon plans to sell ad inventory from Roku Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) and has secured new NBA streaming rights.
See Also: <a href="https://benzinga.com/crypto/25/08/46861936/fundstrats-tom-lee-owning-bitcoin-is-like-owning-land-under-a-mcdonalds">Fundstrat&#8217;s Tom Lee: Owning Bitcoin Is Like Owning Land Under A McDonald&#8217;s</a>
Why It Matters: &#8220;Amazon is more of a potential partner, honestly, than it is a long-term competitor,&#8221; Trade Desk CEO Jeff Green said during Thursday&#8217;s earnings call. However, Amazon&#8217;s significantly lower ad fees of approximately 1% compared to Trade Desk&#8217;s 12%-15% range creates pricing pressure.
Bank of America downgraded TTD to &#8220;underperform&#8221; and slashed its price target from $130 to $55, according to WSJ. MoffettNathanson cut its target to $45 from $75, both citing valuation concerns and growth deceleration.
Benzinga&#8217;s Edge Stock Rankings indicate, TTD stocks have negative trends across all time frames.  <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-3/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Find out</a> how rivals in the digital advertising space rank.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-3/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="511" height="366" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/09035105/Screenshot-2025-08-09-125931.png" alt="" class="wp-image-1021244" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/09035105/Screenshot-2025-08-09-125931.png 511w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/08/09035105/Screenshot-2025-08-09-125931-300x215.png 300w" sizes="(max-width: 511px) 100vw, 511px" /></a></figure>
Read Next:&nbsp;
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<li><a href="https://benzinga.com/analyst-stock-ratings/analyst-color/25/08/46963503/eli-lillys-rare-weight-loss-data-miss-could-benefit-competitors">Why Are Weight-Loss Stocks Gaining On Thursday?</a></li>
</ul>
Image via Shutterstock
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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AMZN

Amazon's Rising Ad Power Pressures Trade Desk As Shares Plunge Over 38% On Growth Concerns

Streaming pioneer Roku, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) introduced Howdy on Tuesday, a new subscription video-on-demand <a target="_blank" href="https://www.benzinga.com/pressreleases/25/08/b46856591/roku-launches-howdy-an-ad-free-subscription-video-service-offering-award-winning-entertainment-at-" rel="noreferrer noopener">service priced at just $2.99 per month.</a>
The addition underscores Roku&#8217;s strategy to diversify revenue by expanding both third-party and first-party subscription offerings.
The ad-free platform goes live nationwide in the U.S. on Tuesday, aiming to fill a gap for viewers seeking uninterrupted, high-quality entertainment.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/08/46864949/jacobs-solutions-delivers-big-for-q3-with-infrastructure-consulting-heres-why-investors-are-paying-attention" rel="noreferrer noopener">Jacobs Solutions Delivers Big For Q3 With Infrastructure, Consulting: Here&#8217;s Why Investors Are Paying Attention</a>
While reporting its second-quarter results on July 31, the <a href="https://www.benzinga.com/markets/earnings/25/07/46777162/roku-q2-earnings-highlights-double-beat-guidance-raise-400-million-buyback">firm said</a>, &#8220;We see a significant opportunity to serve digital-first, performance advertisers, and capture incremental ad dollars beyond traditional TV in digital budgets.&#8221;
Howdy will be accessible on Roku devices beginning August 5, with a rollout to mobile and additional platforms planned soon.
According to&nbsp;<a target="_blank" href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" rel="noreferrer noopener">Benzinga Pro</a>, ROKU stock has gained over 63% in the past year. Investors can gain exposure to the stock via&nbsp;ARK Innovation ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKK#BATS">ARKK</a>).
The service debuts with thousands of movies and series, nearly 10,000 hours of content, curated from inaugural partners Lionsgate, Warner Bros. Discovery and FilmRise.
At a subscription cost comparable to a daily cup of coffee, Howdy positions itself as a complement to premium services.
CEO Anthony Wood stated that the service is built for viewers who want flexibility, no contracts, no trials, just a low flat rate and zero ads.
Lionsgate&#8217;s Jim Packer applauded Roku&#8217;s scale, reaching over 125 million U.S. viewers daily, as ideal for monetizing a broader audience. FilmRise parent Radial Entertainment&#8217;s Johnny Holden added that Howdy opens new avenues to maximize content value and audience reach.
To celebrate the launch, Roku will light up Times Square billboards with a friendly &#8220;howdy&#8221; message through August 31, showcasing premiere titles and inviting passersby to subscribe.
Howdy joins The Roku Channel, the most-watched free ad-supported streaming service in the U.S., and Frndly TV, the second-ranked live TV subscription among cord cutters.
Last month, Roku raised its full-year outlook for Platform revenue to $4.075 billion. Devices revenue is expected to decline year-over-year, impacted by tariffs. The company expects full-year revenue of $4.65 billion, up from a prior guide of $4.55 billion.
Price Action: ROKU shares are trading lower by 1.48% to $84.56 at last check Tuesday.
Read Next:
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<li><a href="https://www.benzinga.com/markets/earnings/25/08/46860377/fox-delivers-blockbuster-quarter-powered-by-super-bowl-and-streaming-surge" target="_blank" rel="noreferrer noopener">Fox Delivers Blockbuster Quarter, Powered By Super Bowl And Streaming Surge</a></li>
</ul>
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General

ARKK

Roku Expands Streaming Options With New Ad-Free Service At $2.99/Month

On Friday, Cathie Wood-led Ark Invest made significant trades involving a number of prominent stocks including Coinbase Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>), Roku Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>), Illumina Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ILMN#NASDAQ">ILMN</a>), and Bitmine Immersion Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BMNR#NASDAQ">BMNR</a>).
The COIN Trade
Ark Invest purchased a total of 95,678 shares of Coinbase Global Inc across its Ark Fintech Innovation ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKF#BATS">ARKF</a>), ARK Innovation ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKK#BATS">ARKK</a>) and ARK Next Generation Internet ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKW#BATS">ARKW</a>). This move comes as the cryptocurrency market continues to show signs of strength, with Bitcoin flirting with all-time highs.
The total value of the shares acquired, based on the stock&#8217;s closing price on the day of the trade, is around $30.11 million.
The ROKU Trade
In another significant move, Ark Invest bought a total of 345,933 shares of Roku Inc across its ARKF, ARKK, and ARKW ETFs. The streaming platform has been a consistent performer in the market, making it a valuable addition to Ark&#8217;s portfolio.
The exact value of this trade, calculated from the closing price on the day, is around $27.67 million.
The ILMN Trade
Ark Invest also showed interest in the biotechnology sector, purchasing a total of 162,211 shares of Illumina Inc through its ARK Genomic Revolution ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKG#BATS">ARKG</a>) and ARKK ETFs. Illumina, a leader in DNA sequencing technology, has been a key player in the genomic revolution.
The value of this trade, based on the closing price of the stock on the day of the trade, is around $15.35 miillion.
The BMNR Trade
Ark Invest also bought a total of 490,712 shares of Bitmine Immersion Technologies Inc across its ARKF, ARKK, and ARKW ETFs. Bitmine, a company specializing in cryptocurrency mining technology, aligns with Ark&#8217;s interest in the crypto sector.
The value of this trade, calculated from the closing price on the day, is around $15.55 million.
See Also: <a href="https://benzinga.com/etfs/broad-u-s-equity-etfs/25/07/46710463/cathie-woods-15m-crypto-bet-sells-bitcoin-king-block-doubles-down-on-ethereum-giant-bitmine-immersion">Cathie Wood&#8217;s $15M Crypto Bet: Sells Bitcoin King Block, Doubles Down On Ethereum Giant Bitmine Immersion</a>
Other Key Trades:
<ul class="wp-block-list">
<li>Ark Invest bought 299,279 shares of PagerDuty Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PD#NYSE">PD</a>) and 53,396 shares of SoFi Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOFI#NASDAQ">SOFI</a>) through its ARKK ETF.</li>
<li>Ark Invest sold a total of 134,548 shares of Kratos Defense and Security Solutions Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KTOS#NASDAQ">KTOS</a>) through its ARKK ETF.</li>
<li>Ark Invest sold a total of 62108 shares of Roblox Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBLX#NYSE">RBLX</a>) through its ARKF ETF.</li>
</ul>
Read Next:
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<li><a href="https://benzinga.com/markets/macro-economic-events/25/07/46745168/trump-leaves-good-friend-india-in-the-cold-strikes-trade-deal-with-arch-rival-pakis">Trump Leaves &#8216;Good Friend&#8217; India In The Cold, Strikes Trade Deal With Arch Rival Pakistan Over &#8216;Massive Oil Reserves&#8217;</a></li>
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: ChrisStock82 / Shutterstock.com

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ARKG

ARKW

BMNR

COIN

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SOFI

Cathie Wood's Ark Invest Loads Up On Coinbase, Roku, Illumina, And Bitmine Immersion

It's a rough start to the new month for Wall Street, as major U.S. stock indices plunged by midday Friday, setting the stage for <a href="https://www.benzinga.com/markets">a negative weekly close.</a>
<ul class="wp-block-list">
<li>SPY ETF is breaking past support. <a href="https://www.benzinga.com/quote/SPY">Check the chart here. </a></li>
</ul>
Trade war concerns resurfaced after President Donald Trump announced sweeping new tariffs on countries without a formal trade agreement with the U.S. Key levies include 25% on imports from India, 39% from Switzerland, 20% from Taiwan, 30% from South Africa, 35% on Canadian goods, and a staggering 50% on Brazilian exports.
Risk sentiment soured further following a surprisingly weak jobs report. 
While July payrolls rose by 73,000—well below the 110,000 expected—revisions to prior months shocked markets: May and June payrolls were slashed by a combined 258,000 — the largest downward revision since 2020 — pointing to deeper cracks in the labor market than previously thought.
The S&amp;P 500 dropped 1.2% to 6,260, the Nasdaq 100 slid 1.3% to 22,900, and the Dow Jones shed nearly 500 points, or 1.1%. 
The CBOE Volatility Index (VIX) spiked 18%, marking its biggest one-day jump since April 10.
Expectations for a Federal Reserve rate cut in September surged. Fed funds futures now imply nearly an 80% chance of a 25-basis-point cut, just two days after the Central Bank left rates unchanged and offered no clear signal for easing next month.
The two-year U.S. Treasury yield tumbled around 20 basis points to 3.75%, posting its largest intraday drop in over a year.
<h3 class="wp-block-heading">Tech Earnings Mixed, Gold Rallies On Haven Demand</h3>
Economic concerns overshadowed corporate earnings. Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) beat expectations thanks to a rebound in iPhone sales in China, but Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) tanked nearly 8% after issuing soft guidance, in its worst day since April 3.
Even Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Microsoft Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>), which had surged the day before on strong earnings, experienced sharp pullbacks.
The so-called "Magnificent Seven" tech giants collectively lost around $500 billion in market capitalization in a single session, falling to $18.7 trillion after hitting a record $19.4 trillion just a day earlier.
Gold emerged as the day's top-performing asset, jumping 1.8% to $3,450 per ounce, as investors sought safety amid tariff tensions and growing Fed rate cut bets. Silver followed with a more modest gain of 0.5% to $36.89.
The U.S. dollar snapped a six-day winning streak, with the DXY index dropping 1.1%. Meanwhile, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) held steady near $115,000.
<h3 class="wp-block-heading">Friday&#8217;s Performance In Major US Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Major Indices </td>
<td>Price</td>
<td>1-day %chg</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>43,708.38</td>
<td>-1.1%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>6,265.71</td>
<td>-1.2%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>22,916.13</td>
<td>-1.3%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,176.75</td>
<td>-1.6%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:15 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul class="wp-block-list">
<li>The&nbsp;Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) dropped 1.2% at $573.85.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) fell 1% to $436.78.</li>
<li>The tech-heavy Invesco QQQ Trust Series (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) sank 1.4% to $557.14.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) slipped 1.5% to $216.24.</li>
<li>The&nbsp;Consumer Staples&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) outperformed, up 0.8%; the&nbsp;Energy&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>) lagged, down 1.8%.</li>
</ul>
<h2 class="wp-block-heading">Friday&#8217;s Stock Movers</h2>
Major companies reacting to earnings reports included:
<ul class="wp-block-list">
<li>Apple Inc. down 2.3%</li>
<li>Amazon.com, Inc. down 7.7%</li>
<li>Exxon Mobil Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>) down 2.1%</li>
<li>Chevron Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>) down 0.3%</li>
<li>Linde plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LIN#NASDAQ">LIN</a>) up 0.0%</li>
<li>Stryker Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYK#NYSE">SYK</a>) down 2.8%</li>
<li>MercadoLibre, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MELI#NASDAQ">MELI</a>) up 0.6%</li>
<li>KLA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>) up 1.5%</li>
<li>Coinbase Global, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) down 15.0%</li>
<li>Arthur J. Gallagher &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AJG#NYSE">AJG</a>) down 1.7%</li>
<li>Colgate-Palmolive Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CL#NYSE">CL</a>) down 0.8%</li>
<li>Ares Management Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARES#NYSE">ARES</a>) down 2.8%</li>
<li>Regeneron Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>) up 0.2%</li>
<li>Dominion Energy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/D#NYSE">D</a>) up 3.6%</li>
</ul>
Best gainers on earnings: 
<ul class="wp-block-list">
<li>Monolithic Power Systems, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MPWR#NASDAQ">MPWR</a>) up 12.3%</li>
<li>First Solar, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) up 6.9%</li>
<li>Healthcare Realty Trust Incorporated (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HR#NYSE">HR</a>) up 6.7%</li>
<li>Kimberly-Clark Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMB#NYSE">KMB</a>) up 4.3%</li>
</ul>
Major laggards on earnings: 
<ul class="wp-block-list">
<li>Eastman Chemical Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EMN#NYSE">EMN</a>) down 20.5%</li>
<li>Roku, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) down 13.5%</li>
<li>Ingersoll Rand Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IR#NYSE">IR</a>) down 11.1%</li>
<li>Mirion Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MIR#NYSE">MIR</a>) down 10.5%</li>
</ul>
Read now: <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/08/46798768/july-jobs-report-interest-rates-odds-trump-powell">Economists Flip To Trump&#8217;s Side After Jobs Data–And Jerome Powell Is Now In Trouble</a>
Photo: Shutterstock
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/08/46798768/july-jobs-report-interest-rates-odds-trump-powell"> </a>

Economics

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AAPL

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SPDR Dow Jones Industrial Average ETF Trust

FSLR

KLAC

MELI

MPWR

MSFT

REGN

Stocks Sell Off, Gold Rallies On Tariff Turmoil, Weak Jobs Data: What's Moving Markets Friday?

JP Morgan analyst Cory Carpenter maintains Roku (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) with a Overweight and raises the price target from $100 to $105.

Price Target

Analyst Ratings

JP Morgan Maintains Overweight on Roku, Raises Price Target to $105

Roku Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) shares are down in early trading on Friday, despite the company reporting <a href="https://www.benzinga.com/markets/earnings/25/07/46777162/roku-q2-earnings-highlights-double-beat-guidance-raise-400-million-buyback">upbeat second-quarter results</a>.
The announcement came amid an <a href="https://www.benzinga.com/earnings">exciting earnings season</a>. Here are some key analyst takeaways.
<h1 class="wp-block-heading">JPMorgan On Roku</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/6006d04ba6fe6f00019855f6/cory-carpenter">Analyst Cory Carpenter</a> reaffirmed an Overweight rating, while raising the price target from $100 to $105.
Roku reported revenues of $1.111 million, up 15% year-on-year, surpassing guidance of $1.070 million, Carpenter said in a note. The upside was driven by 18% growth in Platform revenues and a lower-than-expected contraction in Device revenues, he added.
Management raised their 2025 revenue outlook by $100 million to $4.650 million, reflecting 13% year-on-year growth, "with upside driven by an improved Platform growth outlook from 12% to 16% partially offset by a lower Device growth outlook from flat to slightly down, mostly due to tariffs and related 1P/3P mix," the analyst wrote.
The company raised its 2025 adjusted EBITDA guidance by $25 million to $375M, he further stated.
<h1 class="wp-block-heading">Wedbush On Roku</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/61a5f4316788ac00012ad71d/alicia-reese">Analyst </a><a href="https://www.benzinga.com/analyst-stock-ratings/analyst/61a5f4316788ac00012ad71d/alicia-reese">Alicia Reese</a> maintained an Outperform rating, while lifting the price target from $100 to $110.
Roku reported strong second-quarter results and raised its 2025 EBITDA guidance, "emphasizing its focus on profitable expansion," Reese said. 
Although Roku will be impacted by tariffs this year, it can offset this with platform growth, "driven by revenue diversification, expanding DSP partnerships, growing ad inventory, and improving content recommendations," she added.
Roku is likely to continue gaining market share, with advertising money shifting from linear TV to connected TV, "particularly as advertisers must optimize constrained budgets in 2025," the analyst wrote. 
Despite macro pressures, Roku continues to improve its platform capabilities while maintaining expense discipline, she further stated.
<h1 class="wp-block-heading">Guggenheim Securities On Roku</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58b59ca9b85e930001267b7f/michael-morris">Analyst Michael Morris</a> reiterated a Buy rating, while raising the price target from $100 to $105.
Roku's platform revenues grew 18% in the second quarter to $1.1 billion, Morris said. Management raised its 2025 revenue and adjusted EBITDA outlook, driven by its increased confidence in the platform segment, he added.
The company guided to platform revenue growth of 16% in the third quarter, higher than consensus of 12%, the analyst stated. "Video advertising remains the largest current growth driver, supported by incremental third-party platform demand and continued growth in engagement on The Roku Channel," he further wrote.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
<h1 class="wp-block-heading">KeyBanc Capital Markets On Roku</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58f9fdc70bd991000159a4c8/justin-patterson">Analyst </a><a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58f9fdc70bd991000159a4c8/justin-patterson">Justin Patterson</a> reaffirmed an Overweight rating, while raising the price target from $115 to $116.
Roku&#8217;s second-quarter results benefited from the Frndly TV acquisition, Patterson said. The company's path to profitability has become clearer, he added.
"Roku&#8217;s Platform business continues to scale, and the Company has opted to shift resources from first-party to third-party Devices sales to minimize profitability drags amid tariffs," the analyst wrote. He expects Roku's EBITDA to nearly double from 2025 to 2027.
<h1 class="wp-block-heading">Needham On Roku</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/580607ae846faa000106ab43/laura-martin">Analyst Laura Martin</a> maintained a Buy rating, while taking the price target higher, from $100 to $110.
Roku is rapidly expanding its margin and is likely to reach positive operating income by the fourth quarter of this year, Martin said. The company's revenue growth is expected to be stable at 17% year-on-year in the back half of the year, she added.
Being capex light, Roku's adjusted EBITDA and free cash flows "are typically identical," the analyst stated. Roku is "committed to maintaining double-digit platform revenue growth while improving profitability through margin expansion in FY25," she further wrote.
<h1 class="wp-block-heading">Rosenblatt Securities On Roku</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/586cf168351b9b0001a3054e/barton-crockett">Analyst Barton Crockett</a> reiterated a Neutral rating and price target of $101.
Roku's adjusted EBITDA grew by 79% year-on-year to $78 million, topping guidance by $8 million, Crockett said. The third-quarter adjusted EBITDA guidance of $110 million came in slightly above consensus, he added.
Emerging opportunities for Roku include a new DSP/data sharing deal with Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), which should begin benefiting the company in 2026, the analyst stated. 
"Roku is also ramping a promising effort targeting small mid-sized businesses, via self-serve Ads Manager, providing Roku a uniquely scaled opportunity in SMB," he further wrote.
ROKU Price Action: Shares of Roku had declined by 12.68% to $82.22 at the time of publication on Friday.
Read More: <a href="https://www.benzinga.com/markets/equities/25/06/46111337/micron-ceo-cautions-ai-boom-may-not-be-fully-sustainable-flags-tariff-driven-demand-pull-in">&nbsp;</a> • <a href="https://www.benzinga.com/markets/equities/25/06/46111337/micron-ceo-cautions-ai-boom-may-not-be-fully-sustainable-flags-tariff-driven-demand-pull-in">Reddit CEO Steve Huffman Says AI Learns From Us, Doesn&#8217;t Invent Knowledge: &#8216;Can&#8217;t Have Artificial Intelligence Without Actual Intelligence&#8217;</a>
Photo: Shutterstock

Analyst Color

Earnings

Earnings Beats

Reiteration

Roku Delivers Strong Q2, Raises Guidance — Analysts Cheer, But Market Says Otherwise

UBS analyst John Hodulik maintains Roku (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) with a Neutral and raises the price target from $72 to $95.

UBS Maintains Neutral on Roku, Raises Price Target to $95

WIIM

Roku shares are trading lower. The company reported Q2 financial results.

Wells Fargo analyst Steven Cahall maintains Roku (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) with a Overweight and raises the price target from $100 to $113.

Wells Fargo Maintains Overweight on Roku, Raises Price Target to $113

Guggenheim analyst Michael Morris maintains Roku (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) with a Buy and raises the price target from $100 to $105.

Guggenheim Maintains Buy on Roku, Raises Price Target to $105

Wedbush analyst Alicia Reese maintains Roku (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) with a Outperform and raises the price target from $100 to $110.

Wedbush Maintains Outperform on Roku, Raises Price Target to $110

Susquehanna analyst Shyam Patil maintains Roku (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) with a Positive and raises the price target from $85 to $110.

Susquehanna Maintains Positive on Roku, Raises Price Target to $110

Keybanc analyst Justin Patterson maintains Roku (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) with a Overweight and raises the price target from $115 to $116.

Keybanc Maintains Overweight on Roku, Raises Price Target to $116

Rosenblatt analyst Barton Crockett maintains Roku (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) with a Neutral and raises the price target from $75 to $101.

Rosenblatt Maintains Neutral on Roku, Raises Price Target to $101

Needham analyst Laura Martin maintains Roku (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) with a Buy and raises the price target from $100 to $110.

Needham Maintains Buy on Roku, Raises Price Target to $110

ROKU stock has given up its prior gain. Roku shares were trading higher after the company reported better-than-expected Q2 financial results and issued Q3 sales guidance above estimates.

Streaming platform and device company Roku Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) reported second-quarter financial results <a href="https://www.benzinga.com/earnings">after market close Thursday.</a>
Here are the highlights:
What Happened: Roku reported second-quarter revenue of $1.11 billion, up 15% year-over-year. The revenue total beat a Street consensus estimate of $1.07 billion according to data <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0731">from Benzinga Pro.</a>
The company reported platform revenue of $975.5 million, up 18% year-over-year. Devices revenue of $135.6 million was down 6% year-over-year.
The company said platform revenue growth came from a strong performance in video advertising and the acquisition of Frndly.
Roku reported earnings per share of 7 cents in the quarter, beating a Street consensus estimate of a loss of 16 cents per share. 
Streaming hours were 35.4 billion in the quarter, up 5.2 billion hours year-over-year.
The company's Roku Channel was the number two app on the platform in terms of engagement in the U.S. The Roku Channel's Sunday MLB games saw a 40% year-over-year increase in average reach through the first seven broadcasts.
Roku highlighted a partnership with Amazon for advertising and said that it is making ad buying on the platform easier for the biggest brands in the world.
"We see a significant opportunity to serve digital-first, performance advertisers, and capture incremental ad dollars beyond traditional TV in digital budgets," the company said.
Read Also: <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46500178/roku-set-for-q2-spotlight-as-ad-resilience-frndly-boost-amazon-deal-fuel-investor-optimism">Roku Set For Q2 Spotlight As Ad Resilience, Frndly Boost, Amazon Deal Fuel Investor Optimism</a>
What's Next: Roku raised its full-year outlook for Platform revenue to $4.075 billion. Devices revenue is expected to decline year-over-year, impacted by tariffs. The company expects full-year revenue of $4.65 billion, up from a prior guide of $4.55 billion.
The company expects third-quarter revenue of $1.21 billion, up 13% year-over-year. Guidance calls for platform revenue growth of 16% year-over-year in the third quarter and devices revenue down 3% year-over-year. &nbsp;
Roku announced a $400 million stock repurchase program to help offset dilution from employee compensation and to deliver long-term shareholder value by boosting free cash flow per share.
ROKU Price Action: Roku stock is down 2.3% to $94.16 in after-hours trading Thursday versus a 52-week trading range of $48.33 to $104.96.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-stock-ratings/upgrades/25/07/46347606/roku-called-self-help-turnaround-citing-profit-focus-and-new-ad-partners">Roku Called &#8216;Self-Help&#8217; Turnaround, Citing Profit Focus And New Ad Partners</a></li>
</ul>
Photo: Shutterstock

Roku Q2 Earnings Highlights: Double Beat, Guidance Raise, $400 Million Buyback

Roku (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) raises FY2025 sales outlook from $4.550 billion to $4.650 billion vs $4.555 billion estimate.

Guidance

CORRECTION: Roku Raises FY2025 Sales Guidance from $4.550B to $4.650B vs $4.555B Est

On July 31, 2025, the Company announced in its Shareholder Letter that its Board of Directors has approved a stock repurchase program with authorization to purchase up to $400 million of its Class A common stock through December 31, 2026. Repurchases under the stock repurchase program may be made at the Company's discretion from time to time in open market transactions at prevailing market prices, including through trading plans that may be adopted in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended, or through other means. The amount and timing of repurchases will depend on a variety of factors, including general market conditions, the trading price of the Company's Class A common stock, corporate and regulatory requirements, the availability of funds, other investment opportunities, and other considerations the Company deems relevant. The stock repurchase program may be modified, suspended, or terminated at any time.

Buybacks

Roku Approved Stock Repurchase Plan For Up To $400M

Roku shares are trading higher after the company reported better-than-expected Q2 financial results and issued Q3 sales guidance above estimates.

Press Releases

Roku Reinforces Commitment to Streaming Leadership

Roku Releases First Quarter 2025 Financial Results

Roku To Acquire Streaming Service Provider Frndly TV

Roku Chief Financial Officer to Present at Needham Technology, Media, & Consumer Conference

2025 Roku-Made TV Lineup Brings Better TV For Everyone

Roku and Dentsu Reveal Key Insights for Shoppable TV Advertising Success

Amazon Ads and Roku Announce Partnership Creating the Largest Authenticated CTV Footprint

Roku to Announce Second Quarter 2025 Financial Results on July 31, 2025

Roku Releases Second Quarter 2025 Financial Results

Roku Launches Howdy, an Ad-Free Subscription Video Service Offering Award-Winning Entertainment at $2.99 Per Month

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